NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Zachary is a Senior Wealth Manager at Corbett Road and has many years of experience in the financial services industry. He prefers to take a comprehensive financial planning approach when working with clients and places an emphasis on examining a client’s investments, taxes, risk management, goal setting, and estate planning. Prior to coming to Corbett Road, Zachary was the Director of Financial Planning at a wealth management firm in the St. Louis area and worked with individuals, families, and business owners. He is a Certified Financial Planner™ and holds a FINRA Series 66 license. Zachary graduated from Southern Illinois University Edwardsville with a Bachelor of Science in Business Administration with an emphasis in Finance. Zach enjoys donating time to St. Louis Children’s Hospital and is a member of their Ambassador Committee.